Bell Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $632 | Hold |
4
| – | – | ﹤0.01% | 1712 |
|
2025
Q1 | $604 | Hold |
4
| – | – | ﹤0.01% | 1699 |
|
2024
Q4 | $657 | Hold |
4
| – | – | ﹤0.01% | 1695 |
|
2024
Q3 | $668 | Hold |
4
| – | – | ﹤0.01% | 1701 |
|
2024
Q2 | $610 | Hold |
4
| – | – | ﹤0.01% | 1743 |
|
2024
Q1 | $636 | Sell |
4
-124
| -97% | -$19.7K | ﹤0.01% | 1735 |
|
2023
Q4 | $19.9K | Buy |
128
+124
| +3,100% | +$19.3K | ﹤0.01% | 356 |
|
2023
Q3 | $543 | Hold |
4
| – | – | ﹤0.01% | 1758 |
|
2023
Q2 | $564 | Hold |
4
| – | – | ﹤0.01% | 1780 |
|
2023
Q1 | $549 | Hold |
4
| – | – | ﹤0.01% | 1780 |
|
2022
Q4 | $555 | Hold |
4
| – | – | ﹤0.01% | 1766 |
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 1450 |
|
2022
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1470 |
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1478 |
|
2021
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1424 |
|